iShares Core S&P U.S. ValueIUSVETF
13F holders, Q1 2024 (March 31)634holders
2famous investors
$90.35avg. 13F price*
At the end of Q1 2024, 634 institutions reported holding iShares Core S&P U.S. Value (IUSV) in their 13F filings. The largest holders were Bank of America Corp. ($5.4B), LPL Financial LLC ($1.1B) and Morgan Stanley ($734.7M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- iShares Core S&P U.S. Value
- CUSIP
- 464287663
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 57 | $43.8M |
| Exits | 48 | $58.3M |
Ownership 634 holders
| Bank of America Corp. | 0.54% | Add +3.1% | 60,024,660 | $5.4B |
| LPL Financial LLC | 0.60% | Add +1.0% | 12,296,872 | $1.1B |
| Morgan Stanley | 0.06% | Add +1.5% | 8,123,464 | $734.7M |
| Blue Trust, Inc. | 5.91% | Reduce -4.1% | 4,638,614 | $419.5M |
| Signaturefd, LLC | 8.11% | Add +0.6% | 4,242,760 | $383.7M |
| Envestnet Asset Management Inc. | 0.13% | Add +107.1% | 3,838,787 | $347.2M |
| Jones Financial Companies LLLP | 0.38% | Add +12.5% | 3,072,145 | $277.8M |
| Aspiriant, LLC | 10.32% | Add +13.5% | 2,755,107 | $249.2M |
| Merit Financial Group, LLC | 4.88% | Add +97851.2% | 2,342,992 | $204.5M |
| UBS Group AG | 0.05% | Reduce -15.5% | 1,654,607 | $149.6M |
| JPMorgan Chase & Co. | 0.01% | Reduce -1.5% | 1,639,202 | $148.2M |
| Commonwealth Equity Services, LLC | 0.22% | Add +3.2% | 1,431,681 | $129.5M |
| BlackRock Inc. | 0.00% | Add +1404.1% | 1,249,599 | $113.0M |
| Wells Fargo & Company | 0.03% | Add +10.3% | 1,183,877 | $107.1M |
| Blair William & Co. | 0.33% | Add +10.1% | 1,167,368 | $105.6M |
| Modera Wealth Management, LLC | 1.35% | Reduce -0.1% | 977,605 | $88.4M |
| Auto-Owners Insurance Co | 2.07% | No change | 864,000 | $78.2M |
| Cwm, LLC | 0.35% | Reduce -4.8% | 806,102 | $72.9M |
| Royal Bank of Canada | 0.02% | Reduce -3.3% | 802,545 | $72.6M |
| Benjamin F. Edwards & Company, Inc. | 1.26% | Add +6.7% | 769,867 | $69.6M |
| Raymond James Financial Services Advisors, Inc. | 0.10% | Add +7.8% | 747,397 | $67.6M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -25.8% | 741,179 | $67.0M |
| Corient Private Wealth LP | 0.12% | Add +4.9% | 733,775 | $66.4M |
| HighTower Advisors, LLC | 0.10% | Add +10.8% | 709,522 | $64.2M |
| Venturi Wealth Management, LLC | 3.68% | Reduce -0.9% | 632,708 | $57.2M |
| PNC Financial Services Group, Inc. | 0.04% | Add +4.0% | 575,663 | $52.1M |
| Allworth Financial LP | 0.36% | Reduce -4.7% | 568,852 | $51.4M |
| McGlone Suttner Wealth Management, Inc. | 9.22% | Add +0.7% | 543,626 | $49.2M |
| Tanglewood Legacy Advisors, LLC | 23.93% | Add +4.0% | 537,078 | $48.6M |
| Allspring Global Investments Holdings, LLC | 0.07% | Reduce -1.1% | 504,410 | $45.6M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Reduce -57.1% | 491,376 | $44.4M |
| Osaic Holdings, Inc. | 0.10% | Add +1.9% | 487,567 | $44.1M |
| GDS Wealth Management | 4.98% | Reduce -5.9% | 469,883 | $42.5M |
| Raymond James & Associates | 0.03% | Add +11.0% | 458,673 | $41.5M |
| FMR LLC | 0.00% | Add +0.2% | 456,713 | $41.3M |
| Townsend & Associates, Inc | 4.77% | Add +1.2% | 467,855 | $40.9M |
| Atria Investments, Inc | 0.55% | Add +12.7% | 444,218 | $40.2M |
| Cetera Investment Advisers | 0.09% | Add +218.9% | 429,104 | $38.8M |
| Sandy Spring Bank | 1.62% | Reduce -2.7% | 393,803 | $35.6M |
| Gallagher Fiduciary Advisors, LLC | 1.26% | Add +0.3% | 393,525 | $35.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -18.0% | 380,084 | $34.5M |
| Nadler Financial Group, Inc. | 4.22% | Add +4.1% | 378,529 | $34.2M |
| Focus Partners Wealth | 0.27% | Add +2.0% | 373,172 | $33.8M |
| Hantz Financial Services, Inc. | 0.64% | Reduce -4.0% | 360,855 | $32.6M |
| Veracity Capital LLC | 12.33% | Add +2.9% | 351,114 | $31.8M |
| Natixis Advisors, LLC | 0.07% | Add +17.1% | 331,924 | $30.0M |
| ForthRight Wealth Management, LLC | 10.55% | Reduce -1.3% | 325,161 | $29.4M |
| Kestra Private Wealth Services, LLC | 0.64% | Add +12.1% | 313,082 | $28.3M |
| Atria Wealth Solutions, Inc. | 0.32% | Reduce -2.4% | 310,119 | $28.0M |
| Principal Securities, Inc. | 0.83% | Add +6.3% | 293,044 | $26.5M |
| Avantax Advisory Services, Inc. | 0.22% | Add +2.7% | 269,448 | $24.4M |
| Southern Capital Advisors, LLC | 13.80% | Reduce -2.3% | 251,258 | $22.7M |
| Trek Financial, LLC | 1.76% | Add +11.1% | 245,965 | $22.2M |
| Drake & Associates, LLC | 7.92% | Add +5.7% | 239,354 | $21.6M |
| Garde Capital, Inc. | 1.45% | Reduce -0.6% | 229,723 | $20.8M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -4.3% | 228,601 | $20.7M |
| Vident Advisory, LLC | 0.42% | Add +4.7% | 223,904 | $20.3M |
| Roberts Financial Services LLC | 4.09% | Reduce -3.6% | 221,661 | $20.0M |
| Kestra Advisory Services, LLC | 0.13% | Add +125.1% | 220,297 | $19.9M |
| Steele Capital Management, Inc. | 1.13% | Reduce -2.1% | 217,691 | $19.7M |
| Madison Wealth Partners, Inc | 7.07% | Add +0.8% | 216,244 | $19.6M |
| DDFG, Inc | 6.18% | Reduce -2.0% | 215,224 | $19.5M |
| MML Investors Services, LLC | 0.08% | Add +9.1% | 209,519 | $18.9M |
| Howe & Rusling Inc. | 1.80% | Add +21.0% | 207,717 | $18.8M |
| Private Advisor Group, LLC | 0.13% | Add +16.5% | 200,012 | $18.1M |
| Ironwood Wealth Management, Inc. | 9.40% | Reduce -0.7% | 204,374 | $17.9M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.07% | Reduce -0.2% | 197,893 | $17.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -7.1% | 202,807 | $17.9M |
| TD Private Client Wealth LLC | 0.58% | Add +24.9% | 196,382 | $17.8M |
| High Probability Advisors, LLC | 3.10% | Add +0.8% | 184,781 | $16.7M |
| SkyOak Wealth, LLC | 3.91% | Add +0.1% | 180,622 | $16.3M |
| Strategies Wealth Advisors, LLC | 2.43% | Reduce -3.8% | 174,604 | $15.8M |
| Baird Financial Group, Inc. | 0.03% | Reduce -48.7% | 167,240 | $15.1M |
| Global Strategic Investment Solutions, LLC | 1.73% | Add +0.4% | 163,415 | $14.8M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +17.4% | 162,818 | $14.7M |
| Equitable Holdings, Inc. | 0.16% | Add +8.5% | 160,960 | $14.6M |
| Kayne Anderson Rudnick Investment Management LLC | 0.03% | Add +5.8% | 160,372 | $14.5M |
| Petix & Botte Co | 3.47% | Reduce -50.2% | 154,429 | $14.0M |
| Crescent Grove Advisors, LLC | 1.45% | Add +1.6% | 153,488 | $13.9M |
| Centaurus Financial, Inc. | 0.96% | Add +0.7% | 151,384 | $13.7M |
| Financial Advocates Investment Management | 0.79% | Add +74.8% | 184,143 | $13.6M |
| PCA Investment Advisory Services Inc. | 7.48% | Add +13.3% | 147,204 | $13.3M |
| Creative Financial Designs Inc. | 1.26% | Add +4388.7% | 147,141 | $13.3M |
| Tortoise Investment Management, LLC | 1.59% | Add +6.6% | 144,975 | $13.1M |
| Flagship Harbor Advisors, LLC | 0.84% | Add +248.3% | 144,949 | $13.1M |
| Cosner Financial Group, LLC | 9.26% | Add +1.4% | 142,994 | $12.9M |
| Eaton Financial Holdings Company, LLC | 6.57% | Add +0.1% | 139,960 | $12.7M |
| Allianz Asset Management GmbH | 0.02% | Reduce -16.3% | 139,200 | $12.6M |
| Mfa Wealth Advisors, LLC | 3.29% | Reduce -0.4% | 138,266 | $12.5M |
| First Hawaiian Bank | 0.39% | Reduce -19.8% | 138,163 | $12.5M |
| United Capital Financial Advisors, LLC | 0.10% | Reduce -3.4% | 137,766 | $12.5M |
| Carl P. Sherr & Co., LLC | 6.97% | Add +0.5% | 136,686 | $12.4M |
| Richard W. Paul & Associates, LLC | 4.89% | Reduce -1.2% | 135,338 | $12.2M |
| Rockefeller Capital Management L.P. | 0.04% | Add +5.5% | 134,505 | $12.2M |
| Stifel Financial Corp. | 0.01% | Add +0.7% | 131,772 | $11.9M |
| Amplius Wealth Advisors, LLC | 1.33% | Reduce -11.1% | 131,171 | $11.9M |
| Foundry Financial Group, Inc. | 8.45% | Add +2.1% | 130,901 | $11.8M |
| Lutz Financial Services LLC | 1.03% | Reduce -0.7% | 130,255 | $11.8M |
| Savant Capital, LLC | 0.13% | Reduce -1.3% | 128,568 | $11.6M |
| Ameritas Advisory Services, LLC | 0.48% | Add +128.4% | 131,894 | $11.6M |
| Per Stirling Capital Management, LLC. | 1.85% | Add +2.9% | 122,724 | $11.1M |
| Birchcreek Wealth Management, LLC | 5.63% | Add +6.8% | 118,410 | $10.7M |
| Integrated Wealth Concepts LLC | 0.15% | Reduce -5.9% | 117,981 | $10.7M |
| Truist Financial Corp. | 0.02% | Add +3.9% | 115,911 | $10.5M |
| Creative Planning | 0.01% | Add +13.8% | 114,136 | $10.3M |
| Sigma Planning Corp | 0.32% | Add +169.7% | 113,133 | $10.2M |
| Stratos Wealth Partners, LTD. | 0.16% | Add +0.7% | 104,897 | $9.5M |
| Robinson Smith Wealth Advisors LLC | 8.68% | Reduce -1.1% | 99,919 | $9.0M |
| Concurrent Investment Advisors, LLC | 0.37% | Add +0.7% | 99,744 | $9.0M |
| Advisory Services Network, LLC | 0.20% | Add +3.4% | 98,851 | $8.9M |
| Scissortail Wealth Management, LLC | 2.34% | New | 97,832 | $8.8M |
| Certified Advisory Corp | 1.23% | Add +2.8% | 97,584 | $8.8M |
| LaSalle St. Investment Advisors, LLC | 4.95% | Add +6.7% | 97,507 | $8.8M |
| M&T Bank Corp | 0.03% | Reduce -35.1% | 96,417 | $8.7M |
| Eldridge Investment Advisors, Inc. | 2.22% | Add +0.2% | 95,811 | $8.7M |
| Financial Council, LLC | 4.93% | Reduce -3.2% | 92,180 | $8.3M |
| Dynamic Advisor Solutions LLC | 0.28% | Reduce -0.7% | 91,941 | $8.3M |
| US Bancorp \de | 0.01% | Reduce -1.7% | 91,032 | $8.2M |
| Corepath Wealth Partners LLC | 9.08% | Reduce -61.1% | 93,651 | $8.2M |
| Quent Capital, LLC | 0.95% | Reduce -5.9% | 89,699 | $8.1M |
| Robertson Stephens Wealth Management, LLC | 0.42% | Add +48.6% | 84,325 | $7.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.6% | 82,836 | $7.5M |
| HighMark Wealth Management LLC | 4.53% | Reduce -2.5% | 80,946 | $7.3M |
| Symphony Financial, Ltd. Co. | 1.67% | Reduce -27.3% | 79,127 | $7.2M |
| Beam Wealth Advisors, Inc. | 4.27% | Add +0.3% | 78,522 | $7.1M |
| Stevens Capital Partners | 4.14% | Reduce -41.9% | 76,944 | $7.0M |
| Legacy Financial Group LLC | 1.39% | New | 75,938 | $6.9M |
| Edge Capital Group, LLC | 0.34% | Add +1.1% | 75,755 | $6.9M |
| Motive Wealth Advisors | 4.11% | Add +110.5% | 75,050 | $6.8M |
| Charter Oak Capital Management, LLC | 0.72% | Add +7.2% | 74,718 | $6.8M |
| Mariner, LLC | 0.01% | Reduce -14.3% | 71,669 | $6.5M |
| Main Street Financial Solutions, LLC | 0.69% | New | 71,494 | $6.5M |
| Rovin Capital /Ut/ | 2.65% | Add +40.9% | 71,397 | $6.5M |
| USAdvisors Wealth Management, LLC | 2.37% | Reduce -5.9% | 69,765 | $6.3M |
| PrairieView Partners, LLC | 0.71% | Reduce -1.4% | 68,025 | $6.2M |
| Silver Oak Securities, Incorporated | 0.91% | Reduce -3.5% | 65,724 | $5.9M |
| Defined Wealth Management, LLC | 4.08% | Reduce -0.3% | 62,842 | $5.7M |
| OneDigital Investment Advisors LLC | 0.09% | Add +6.5% | 62,510 | $5.7M |
| Russell Investments Group, Ltd. | 0.01% | New | 62,156 | $5.6M |
| Global Retirement Partners, LLC | 0.21% | Add +0.2% | 61,793 | $5.6M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -0.8% | 60,971 | $5.5M |
| 180 Wealth Advisors, LLC | 0.99% | Reduce -2.0% | 60,921 | $5.5M |
| Spire Wealth Management | 0.10% | Reduce -0.9% | 60,474 | $5.5M |
| Canvas Wealth Advisors, LLC | 1.84% | Reduce -14.2% | 64,016 | $5.5M |
| Integrated Advisors Network LLC | 0.28% | Reduce -70.3% | 60,420 | $5.5M |
| Vantage Financial Partners, LLC | 1.45% | Add +2.8% | 59,663 | $5.4M |
| ICA Group Wealth Management, LLC | 1.04% | Reduce -12.7% | 57,483 | $5.2M |
| Bridge Advisory, LLC | 2.57% | Add +83.5% | 57,266 | $5.2M |
| Able Wealth Management LLC | 4.49% | Add +2.0% | 56,858 | $5.1M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +446.9% | 56,006 | $5.1M |
| WJ Wealth Management, LLC | 2.01% | Reduce -3.5% | 55,875 | $5.1M |
| Captrust Financial Advisors | 0.02% | Reduce -3.7% | 55,151 | $5.0M |
| Eley Financial Management, Inc | 2.11% | Reduce -0.9% | 54,116 | $4.9M |
| Howland Capital Management LLC | 0.24% | No change | 54,000 | $4.9M |
| Hilltop Holdings Inc. | 0.54% | Add +22.2% | 53,869 | $4.9M |
| IHT Wealth Management, LLC | 0.19% | Reduce -23.4% | 53,347 | $4.8M |
| Comerica Bank | 0.02% | Reduce -16.7% | 53,215 | $4.8M |
| Perigon Wealth Management, LLC | 0.14% | Reduce -4.0% | 52,311 | $4.7M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -11.7% | 51,001 | $4.6M |
| Breakwater Capital Group | 1.14% | Reduce -0.8% | 50,343 | $4.6M |
| Prudential Financial Inc. | 0.01% | Add +4.3% | 48,449 | $4.4M |
| Asset Management Group, Inc. | 0.65% | Add +0.5% | 47,243 | $4.3M |
| Elm Partners Management LLC | 0.33% | Reduce -0.1% | 46,408 | $4.2M |
| Columbus Macro, LLC | 1.56% | Add +1.1% | 45,520 | $4.1M |
| Mutual Advisors, LLC | 0.13% | Add +5.5% | 45,418 | $4.1M |
| Old Mission Investment Co LLC | 1.37% | Add +0.0% | 45,242 | $4.1M |
| Cresset Asset Management, LLC | 0.02% | Add +66.4% | 44,205 | $4.0M |
| Financial Planning & Information Services, Inc. | 0.60% | Reduce -1.8% | 44,159 | $4.0M |
| Zuckerman Investment Group, LLC | 0.45% | Add +7.5% | 43,338 | $3.9M |
| 1900 Wealth Management LLC | 0.35% | Reduce -4.1% | 42,999 | $3.9M |
| Wealth Management Partners, LLC | 1.96% | Reduce -2.1% | 42,767 | $3.9M |
| Bailard, Inc. | 0.10% | Reduce -4.1% | 41,508 | $3.8M |
| Family Manage LLC | 0.69% | Reduce -1.3% | 40,989 | $3.7M |
| Buckingham Strategic Wealth, LLC | 0.04% | Add +1.7% | 40,663 | $3.7M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.90% | Reduce -4.7% | 38,590 | $3.5M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.21% | Add +1.5% | 37,730 | $3.4M |
| EP Wealth Advisors, LLC | 0.04% | Reduce -3.0% | 37,365 | $3.4M |
| Mitchell Capital Management Co. | 0.64% | Reduce -50.5% | 37,117 | $3.4M |
| Beck Bode, LLC | 0.68% | Reduce -19.4% | 37,045 | $3.4M |
| Monument Capital Management | 0.96% | Reduce -65.3% | 36,916 | $3.3M |
| Windward Private Wealth Management Inc. | 1.36% | Reduce -1.6% | 36,857 | $3.3M |
| IFG Advisory, LLC | 0.25% | Add +270.9% | 36,778 | $3.3M |
| Presilium Private Wealth, LLC | 0.88% | Reduce -2.4% | 36,614 | $3.3M |
| Greenline Partners, LLC | 0.51% | No change | 35,658 | $3.2M |
| RDA Financial Network | 1.09% | Reduce -2.2% | 35,251 | $3.2M |
| Hilltop Wealth Advisors, LLC | 1.58% | Add +1.7% | 34,160 | $3.1M |
| Sunbelt Securities, Inc. | 0.34% | Add +17.0% | 33,964 | $3.1M |
| Focus Partners Advisor Solutions, LLC | 0.09% | Add +362.6% | 33,943 | $3.1M |
| Summit Wealth Partners, LLC | 0.64% | Add +0.0% | 33,219 | $3.0M |
| Mgo One Seven LLC | 0.16% | Add +27.0% | 33,156 | $3.0M |
| Summit Financial, LLC | 0.17% | Reduce -0.4% | 31,666 | $2.9M |
| Oppenheimer & Co. Inc. | 0.05% | Add +1.1% | 30,695 | $2.8M |
| Spectrum Wealth Counsel, LLC | 0.34% | Add +48.1% | 30,401 | $2.7M |
| Atlas Capital Advisors Inc. | 0.41% | Add +1.4% | 29,160 | $2.6M |
| NewEdge Advisors, LLC | 0.02% | Add +9.1% | 28,400 | $2.6M |
| Valmark Advisers, Inc. | 0.04% | Add +8.4% | 28,355 | $2.6M |
| Guidance Point Advisors, LLC | 0.86% | Add +0.5% | 28,101 | $2.5M |
| Equity Investment Corp. | 0.06% | Reduce -58.3% | 27,327 | $2.5M |
| Sterling Wealth Management, Inc. | 1.20% | Add +7.7% | 26,661 | $2.4M |
| Montag A & Associates Inc. | 0.12% | Add +11.8% | 26,558 | $2.4M |
| Prospera Financial Services Inc | 0.07% | Reduce -2.5% | 26,087 | $2.4M |
| Wealth Advisors of Iowa, LLC | 1.44% | Reduce -1.8% | 26,092 | $2.4M |
| Valley Forge Investment Consultants Inc. Adv | 0.92% | Add +168.7% | 25,949 | $2.3M |
| Regal Investment Advisors LLC | 0.16% | Add +0.5% | 25,896 | $2.3M |
| General Partner, Inc. | 1.46% | New | 25,634 | $2.3M |
| Weil Company, Inc. | 0.89% | New | 24,921 | $2.3M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -2.7% | 24,880 | $2.3M |
| Private Trust Co. NA | 0.24% | Reduce -1.2% | 24,872 | $2.2M |
| Life Planning Partners, Inc | 2.23% | No change | 24,720 | $2.2M |
| TL Private Wealth | 1.10% | Reduce -3.6% | 25,054 | $2.2M |
| Catalyst Private Wealth, LLC | 1.14% | Reduce -22.5% | 24,028 | $2.2M |
| Moloney Securities Asset Management, LLC | 0.33% | Add +7.8% | 23,903 | $2.2M |
| Atlas Private Wealth Management, LLC | 0.90% | Reduce -8.1% | 23,726 | $2.1M |
| Geneos Wealth Management Inc. | 0.10% | Add +0.2% | 23,425 | $2.1M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +1.7% | 22,851 | $2.1M |
| AE Wealth Management LLC | 0.02% | Reduce -91.0% | 22,666 | $2.0M |
| Western Wealth Management, LLC | 0.16% | Reduce -5.2% | 22,592 | $2.0M |
| Citigroup Inc. | 0.00% | Add +23.3% | 21,969 | $2.0M |
| Family Capital Management, Inc. | 1.37% | Add +24.1% | 21,716 | $2.0M |
| Rwa Wealth Partners, LLC | 0.03% | Reduce -2.5% | 21,176 | $1.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.23% | Add +136.4% | 21,148 | $1.9M |
| Modern Wealth Management, LLC | 0.18% | Add +60.1% | 21,118 | $1.9M |
| Uptick Partners, LLC | 1.45% | Reduce -5.2% | 21,050 | $1.9M |
| Cerity Partners LLC | 0.01% | Add +6.4% | 21,275 | $1.9M |
| DHK Financial Advisors, Inc. | 1.33% | Reduce -7.3% | 20,800 | $1.9M |
| Legacy Financial Strategies, LLC | 0.48% | Add +1.4% | 20,746 | $1.9M |
| Silver Lake Advisory, LLC | 0.45% | Add +15.7% | 20,723 | $1.9M |
| Endowment Wealth Management, Inc. | 1.40% | Add +20.2% | 20,656 | $1.9M |
| SageView Advisory Group, LLC | 0.09% | Add +365.1% | 16,743 | $1.9M |
| Crestwood Advisors Group, LLC | 0.04% | Add +2.6% | 20,395 | $1.8M |
| Sutton Place Investors LLC | 0.90% | No change | 20,000 | $1.8M |
| Deutsche Bank AG | 0.00% | Add +52.0% | 19,911 | $1.8M |
| Syon Capital LLC | 0.17% | Reduce -4.1% | 19,831 | $1.8M |
| First Heartland Consultants, Inc. | 0.19% | Reduce -1.5% | 19,828 | $1.8M |
| Occidental Asset Management, LLC | 0.33% | Add +27.4% | 19,765 | $1.8M |
| 17 Capital Partners, LLC | 1.32% | New | 19,718 | $1.8M |
| Wilbanks Smith & Thomas Asset Management LLC | 0.05% | Add +27.1% | 18,074 | $1.6M |
| Cahill Financial Advisors Inc. | 0.22% | Add +0.4% | 17,770 | $1.6M |
| TriaGen Wealth Management LLC | 0.65% | Reduce -0.6% | 17,410 | $1.6M |
| NorthCoast Asset Management LLC | 0.02% | Reduce -64.5% | 17,319 | $1.6M |
| Tennessee Valley Asset Management Partners | 0.38% | Add +0.3% | 17,248 | $1.6M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.65% | Add +2.5% | 17,661 | $1.5M |
| Lincoln National Corp. | 0.02% | Add +9.2% | 17,044 | $1.5M |
| Sovereign Financial Group, Inc. | 0.38% | Add +1.4% | 15,784 | $1.4M |
| VCI Wealth Management LLC | 0.96% | Reduce -15.9% | 15,772 | $1.4M |
| Morling Financial Advisors, LLC | 0.81% | No change | 15,668 | $1.4M |
| NWF Advisory Services Inc. | 0.24% | Reduce -3.5% | 15,617 | $1.4M |
| CFO4Life Group, LLC | 0.25% | Reduce -1.2% | 15,423 | $1.4M |
| Farther Finance Advisors, LLC | 0.08% | Add +3.2% | 15,045 | $1.4M |
| Dean Investment Associates, LLC | 0.19% | Reduce -94.0% | 14,931 | $1.4M |
| PFG Advisors | 0.10% | Add +2.4% | 14,810 | $1.3M |
| Lansing Street Advisors | 0.60% | Reduce -1.3% | 14,667 | $1.3M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -5.9% | 14,578 | $1.3M |
| Litman Gregory Wealth Management LLC | 0.12% | Add +6.6% | 14,136 | $1.3M |
| Brown Advisory Inc. | 0.00% | Reduce -46.3% | 14,068 | $1.3M |
| Wealthquest Corp | 0.14% | Add +0.3% | 13,968 | $1.3M |
| Phillips Financial Management, LLC | 0.10% | Reduce -1.4% | 13,919 | $1.3M |
| Evermay Wealth Management LLC | 0.19% | Reduce -0.1% | 13,787 | $1.2M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +10.6% | 13,712 | $1.2M |
| Northwest Wealth Management, LLC | 0.34% | Reduce -51.0% | 13,655 | $1.2M |
| Collective Family Office LLC | 0.40% | Add +0.2% | 13,592 | $1.2M |
| American State Bank (Iowa) | 0.82% | Add +0.6% | 13,585 | $1.2M |
| Elevate Wealth Advisory, Inc. | 1.07% | Reduce -34.1% | 13,572 | $1.2M |
| Northern Trust Corp. | 0.00% | Add +4.5% | 13,455 | $1.2M |
| M Holdings Securities, Inc. | 0.20% | Reduce -16.7% | 13,439 | $1.2M |
| Maryland Capital Advisors Inc. | 0.74% | Reduce -0.3% | 13,205 | $1.2M |
| Prism Advisors, Inc. | 0.36% | No change | 13,200 | $1.2M |
| Narus Financial Partners, LLC | 0.49% | Add +0.1% | 12,811 | $1.2M |
| Fortis Advisors, LLC | 0.77% | Add +0.5% | 12,725 | $1.2M |
| Waverly Advisors, LLC | 0.03% | Add +9.3% | 12,641 | $1.1M |
| Renaissance Technologies | 0.00% | Reduce -79.5% | 12,500 | $1.1M |
| Sachetta, LLC | 0.54% | No change | 13,394 | $1.1M |
| Carr Financial Group Corp | 0.37% | Add +2.2% | 12,418 | $1.1M |
| Brickley Wealth Management | 0.25% | No change | 12,023 | $1.1M |
| KCM Investment Advisors LLC | 0.04% | No change | 11,935 | $1.1M |
| Nwam LLC | 0.08% | Reduce -10.0% | 11,919 | $1.1M |
| Nations Financial Group Inc, /Ia/ | 0.09% | No change | 11,547 | $1.0M |
| Mascoma Wealth Management LLC | 0.30% | Reduce -13.0% | 11,491 | $1.0M |
| Choreo, LLC | 0.03% | Reduce -6.0% | 11,234 | $1.0M |
| Next Capital Management LLC | 0.41% | Add +14.6% | 11,171 | $1.0M |
| Essex Financial Services, Inc. | 0.09% | No change | 11,131 | $1.0M |
| Cozad Asset Management Inc. | 0.10% | No change | 11,065 | $1.0M |
| Argent Trust Co | 0.04% | Reduce -1.6% | 10,922 | $988K |
| Watchman Group, Inc. | 0.30% | Reduce -2.9% | 10,875 | $984K |
| Patten Group, Inc. | 0.24% | Add +52.8% | 10,804 | $977K |
| Lido Advisors, LLC | 0.01% | Add +18.5% | 10,667 | $965K |
| JFS Wealth Advisors, LLC | 0.08% | No change | 10,469 | $947K |
| Huntington National Bank | 0.01% | Add +3.3% | 10,410 | $941K |
| One Charles Private Wealth Services, LLC | 0.40% | No change | 10,140 | $917K |
| Round Rock Advisors LLC | 0.22% | Reduce -5.6% | 10,121 | $915K |
| Coldstream Capital Management Inc. | 0.02% | No change | 10,115 | $915K |
| Seascape Capital Management | 0.34% | No change | 9,977 | $902K |
| Strategic Financial Services, Inc. | 0.06% | Reduce -13.1% | 9,763 | $883K |
| Commerce Bank | 0.01% | Reduce -17.8% | 9,756 | $882K |
| Atlantic Edge Private Wealth Management, LLC | 0.30% | Add +2.6% | 9,706 | $878K |
| Pathstone Holdings, LLC | 0.00% | Add +0.2% | 9,562 | $865K |
| ERn Financial, LLC | 0.15% | Add +0.7% | 9,530 | $862K |
| Mitchell McLeod Pugh & Williams Inc. | 0.21% | Add +11.1% | 9,500 | $859K |
| R. W. Roge & Company, Inc. | 0.51% | Add +20.4% | 9,352 | $846K |
| White Pine Capital LLC | 0.32% | Reduce -6.3% | 9,606 | $831K |
| Talisman Wealth Advisors LLC | 1.04% | Reduce -2.6% | 9,123 | $825K |
| Stratos Wealth Advisors, LLC | 0.05% | Add +1.5% | 9,101 | $823K |
| Thrivent Financial for Lutherans | 0.00% | Add +2.2% | 8,667 | $784K |
| Firestone Capital Management | 0.22% | No change | 8,665 | $784K |
| First National Bank of Hutchinson | 0.52% | Reduce -50.5% | 8,603 | $778K |
| Bank of Marin | 0.68% | Reduce -1.8% | 8,527 | $771K |
| William Howard & Co Financial Advisors Inc | 0.72% | — | 8,520 | $771K |
| Pure Financial Advisors, LLC | 0.02% | Reduce -4.5% | 8,475 | $766K |
| Interchange Capital Partners, LLC | 0.51% | Add +0.9% | 8,370 | $757K |
| Boyd Wealth Management, LLC | 0.42% | Reduce -4.0% | 8,063 | $729K |
| Verdence Capital Advisors LLC | 0.07% | Add +1.1% | 7,963 | $720K |
| One Day In July LLC | 0.10% | Add +14.6% | 7,925 | $717K |
| TD Waterhouse Canada Inc. | 0.01% | Add +69.4% | 6,703 | $703K |
| J.W. Cole Advisors, Inc. | 0.04% | Add +83.2% | 7,760 | $700K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +3.8% | 9,289 | $697K |
| Coordinated Financial Services, Inc. | 0.61% | — | 7,632 | $690K |
| Waterloo Capital, L.P. | 0.09% | Add +10.2% | 7,596 | $687K |
| Wealthspire Retirement, LLC | 0.06% | Reduce -0.6% | 7,514 | $680K |
| Perennial Investment Advisors, LLC | 0.10% | Reduce -4.2% | 7,481 | $677K |
| Liberty One Investment Management, LLC | 0.08% | New | 7,473 | $676K |
| Verity Asset Management, Inc. | 0.38% | Add +7.3% | 7,458 | $675K |
| Unique Wealth Strategies, LLC | 0.33% | Add +13.1% | 7,390 | $668K |
| Koshinski Asset Management, Inc. | 0.07% | Reduce -11.9% | 7,371 | $667K |
| Whittier Trust Co. | 0.01% | No change | 7,365 | $666K |
| St Germain D J Co. Inc. | 0.03% | No change | 7,149 | $647K |
| D.A. Davidson & Co. | 0.01% | Add +12.9% | 6,979 | $631K |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -26.2% | 6,918 | $626K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -60.6% | 6,895 | $624K |
| Benjamin Edwards Inc. | 0.12% | Add +2.1% | 6,855 | $620K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +2.2% | 6,787 | $614K |
| Regimen Wealth, LLC | 0.21% | Add +0.5% | 6,744 | $610K |
| Beirne Wealth Consulting Services, LLC | 0.26% | Add +0.0% | 6,698 | $606K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -16.2% | 6,661 | $602K |
| Mission Wealth Management, LP | 0.02% | Add +65.8% | 6,628 | $599K |
| ZWJ Investment Counsel Inc. | 0.03% | Add +8.5% | 6,582 | $595K |
| Premier Path Wealth Partners, LLC | 0.11% | Reduce -21.1% | 6,466 | $585K |
| Hoxton Planning & Management, LLC | 0.28% | Reduce -0.5% | 6,439 | $582K |
| Lake Street Private Wealth, LLC | 0.08% | Add +0.0% | 6,429 | $581K |
| Ieq Capital, LLC | 0.01% | Reduce -29.2% | 6,360 | $575K |
| Meridian Wealth Management, LLC | 0.10% | Reduce -6.8% | 6,349 | $574K |
| Quantinno Capital Management LP | 0.01% | No change | 6,326 | $572K |
| Private Ocean, LLC | 0.06% | Add +0.1% | 6,140 | $555K |
| Parallel Advisors, LLC | 0.01% | Add +31.8% | 6,116 | $553K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +33.1% | 6,039 | $546K |
| Angeles Wealth Management, LLC | 0.05% | No change | 5,959 | $539K |
| Roble, Belko & Company, Inc | 0.09% | No change | 5,864 | $530K |
| Swmg, LLC | 0.24% | Reduce -10.3% | 5,819 | $526K |
| Flagstar Securities, Inc. | 0.15% | Reduce -12.2% | 5,798 | $524K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +0.1% | 5,788 | $523K |
| Essex Bank | 0.15% | No change | 6,124 | $516K |
| Prudent Investors Network, Inc. | 0.19% | — | 5,577 | $504K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +32223.5% | 5,495 | $497K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | New | 5,492 | $497K |
| MAI Capital Management | 0.01% | Add +13.4% | 5,465 | $494K |
| Independent Financial Group, LLC | 0.02% | Add +10.8% | 5,405 | $489K |
| Beaumont Financial Advisors, LLC | 0.04% | No change | 5,385 | $487K |
| German American Bancorp, Inc. | 0.06% | No change | 5,336 | $483K |
| Orion Porfolio Solutions, LLC | 0.01% | No change | 5,316 | $481K |
| Orion Portfolio Solutions, LLC | 0.01% | No change | 5,316 | $481K |
| Forte Asset Management LLC | 0.29% | No change | 5,288 | $478K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -3.3% | 5,425 | $475K |
| Claro Advisors Inc. | 0.08% | Reduce -80.2% | 5,235 | $473K |
| BIP Wealth, LLC | 0.03% | New | 5,220 | $472K |
| Awm Capital, LLC | 0.08% | No change | 5,205 | $471K |
| FourThought Financial Partners, LLC | 0.05% | Reduce -8.1% | 5,176 | $468K |
| Bright Futures Wealth Management, LLC. | 0.25% | — | 5,313 | $467K |
| Koesten, Hirschmann & Crabtree, INC. | 0.30% | Reduce -27.5% | 5,164 | $467K |
| Cyndeo Wealth Partners, LLC | 0.04% | Add +0.1% | 5,161 | $467K |
| BTC Capital Management, Inc. | 0.04% | — | 5,140 | $465K |
| Lwmg, LLC | 0.11% | Add +0.1% | 5,137 | $465K |
| Wealthspan Partners, LLC | 0.27% | Reduce -11.8% | 5,135 | $464K |
| &partners | 0.06% | New | 5,099 | $461K |
| Fifth Third Securities, Inc. | 0.04% | Reduce -4.9% | 5,055 | $457K |
| Cim, LLC | 0.07% | Reduce -5.8% | 5,010 | $453K |
| Central Valley Advisors, LLC | 0.23% | Add +0.4% | 4,978 | $450K |
| Tompkins Financial Corp. | 0.05% | Reduce -2.6% | 4,883 | $442K |
| Melone Private Wealth, LLC | 0.26% | Reduce -1.7% | 4,849 | $439K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | No change | 4,825 | $436K |
| Ellis Investment Partners, LLC | 0.09% | Reduce -0.9% | 4,811 | $435K |
| RFG Advisory, LLC | 0.01% | New | 4,801 | $434K |
| Becker Capital Management Inc. | 0.01% | No change | 4,785 | $433K |
| Baker Tilly Wealth Management, LLC | 0.08% | No change | 4,782 | $432K |
| SOL Capital Management CO | 0.05% | No change | 4,780 | $432K |
| Tiaa Trust, National Association | 0.00% | Add +16.6% | 4,776 | $432K |
| Bank of Montreal | 0.00% | Add +73.8% | 4,779 | $431K |
| Rational Advisors, Inc. | 0.04% | Reduce -27.1% | 4,761 | $431K |
| Sweeney & Michel, LLC | 0.19% | — | 4,796 | $429K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 4,728 | $428K |
| SYM FINANCIAL Corp | 0.07% | Reduce -2.7% | 4,690 | $424K |
| Investment Advisory Group, LLC | 0.17% | No change | 4,680 | $423K |
| Safeguard Financial, LLC | 0.14% | No change | 4,597 | $416K |
| Cutler Capital Management, LLC | 0.20% | Reduce -5.2% | 4,550 | $412K |
| TRUE Private Wealth Advisors | 0.05% | Reduce -7.1% | 4,536 | $410K |
| Cannell & Spears LLC | 0.01% | No change | 4,514 | $408K |
| Tritonpoint Wealth, LLC | 0.04% | Reduce -26.5% | 4,045 | $408K |
| Choate Investment Advisors | 0.01% | New | 4,500 | $407K |
| Exencial Wealth Advisors, LLC | 0.02% | No change | 4,496 | $407K |
| Wealth Alliance, LLC | 0.05% | Reduce -0.5% | 4,436 | $401K |
| SeaCrest Wealth Management, LLC | 0.05% | Add +70.8% | 4,413 | $399K |
| WMG Financial Advisors, LLC | 0.23% | Add +38.7% | 4,376 | $396K |
| Victory Financial Group, LLC | 0.23% | Reduce -36.0% | 4,307 | $390K |
| Bellecapital International Ltd. | 0.09% | No change | 4,291 | $388K |
| SFG Wealth Management, LLC. | 0.23% | Reduce -5.9% | 4,259 | $385K |
| Christensen, King & Associates Investment Services, Inc. | 0.19% | Add +0.1% | 4,249 | $384K |
| Millennium Management | 0.00% | Reduce -17.6% | 4,201 | $380K |
| Nikulski Financial, Inc. | 0.12% | Reduce -5.5% | 4,157 | $376K |
| Csenge Advisory Group | 0.02% | Reduce -0.1% | 4,132 | $374K |
| Appleton Partners Inc. | 0.03% | No change | 4,072 | $368K |
| Fielder Capital Group LLC | 0.16% | No change | 4,054 | $367K |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 4,054 | $367K |
| Bedel Financial Consulting, Inc. | 0.06% | No change | 3,997 | $361K |
| Clifford Group, LLC | 0.30% | Reduce -7.7% | 3,969 | $359K |
| Verus Capital Partners, LLC | 0.04% | New | 3,956 | $358K |
| Sheets Smith Wealth Management | 0.04% | Add +0.1% | 3,942 | $357K |
| Wealthstream Advisors, Inc. | 0.14% | No change | 3,938 | $356K |
| MMBG Investment Advisors Co. | 0.04% | No change | 3,919 | $354K |
| Peterson Financial Group, Inc. | 2.29% | Reduce -2.8% | 3,876 | $351K |
| Stephens Inc. | 0.01% | No change | 3,854 | $349K |
| DGS Capital Management, LLC | 0.10% | Add +4.1% | 3,848 | $348K |
| Ullmann Wealth Partners Group, LLC | 0.05% | Add +0.1% | 3,815 | $345K |
| Scotia Capital Inc. | 0.00% | No change | 3,784 | $342K |
| Parsons Capital Management Inc. | 0.02% | Add +5.0% | 3,761 | $340K |
| World Investment Advisors | 0.05% | Add +41.6% | 3,745 | $339K |
| Hartline Investment Corp./ | 0.06% | New | 3,736 | $338K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Add +1.3% | 3,736 | $338K |
| Zions Bancorporation, N.A. | 0.02% | Add +161.2% | 3,727 | $337K |
| Mason Investment Advisory Services, Inc. | 0.02% | No change | 3,724 | $337K |
| Carnegie Investment Counsel | 0.01% | No change | 3,711 | $336K |
| LRI Investments, LLC | 0.08% | — | 3,703 | $335K |
| Ridgecrest Wealth Partners, LLC | 0.20% | No change | 3,700 | $335K |
| Front Row Advisors LLC | 0.12% | Add +3.9% | 3,698 | $334K |
| Colonial Trust Co / SC | 0.06% | No change | 3,689 | $334K |
| Kraft Asset Management, LLC | 0.27% | No change | 3,644 | $330K |
| McGowan Group Asset Management, Inc. | 0.05% | Add +0.5% | 3,644 | $330K |
| CW Advisors, LLC | 0.01% | No change | 3,636 | $329K |
| Raymond James Trust N.A. | 0.01% | Add +4.5% | 3,628 | $328K |
| CPA Asset Management Group, LLC | 0.18% | No change | 3,573 | $323K |
| Citizens Financial Group Inc. | 0.01% | No change | 3,563 | $322K |
| Joel Isaacson & Co., LLC | 0.02% | New | 3,545 | $321K |
| Encompass Wealth Advisors, LLC | 0.08% | No change | 3,509 | $317K |
| Bessemer Group Inc. | 0.00% | Reduce -3.8% | 3,505 | $317K |
| Twin Peaks Wealth Advisors, LLC | 0.18% | Reduce -5.9% | 3,490 | $316K |
| National Bank of Canada | 0.00% | Add +2.6% | 3,520 | $314K |
| Alliance Wealth Advisors, LLC | 0.20% | Add +0.1% | 3,434 | $311K |
| Naples Global Advisors, LLC | 0.03% | Add +0.4% | 3,416 | $309K |
| Augustine Asset Management Inc. | 0.13% | Add +2.1% | 3,415 | $309K |
| Octavia Wealth Advisors, LLC | 0.05% | Add +5.2% | 3,407 | $308K |
| SC&H Financial Advisors, Inc. | 0.08% | Add +0.4% | 3,385 | $306K |
| Patten & Patten Inc. | 0.02% | Add +3.9% | 3,320 | $300K |
| Austin Private Wealth, LLC | 0.03% | No change | 3,292 | $293K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -9.9% | 3,221 | $291K |
| Transcend Capital Advisors, LLC | 0.02% | New | 3,186 | $288K |
| Watts Gwilliam & Co., LLC | 0.09% | — | 3,187 | $285K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +13.5% | 3,149 | $285K |
| First Trust Direct Indexing L.P. | 0.02% | Reduce -3.4% | 3,138 | $284K |
| Nicolet Advisory Services, LLC | 0.03% | No change | 3,173 | $283K |
| HB Wealth Management, LLC | 0.00% | No change | 3,118 | $282K |
| XML Financial, LLC | 0.03% | Add +3.7% | 3,079 | $278K |
| Susquehanna International Group, LLP | 0.00% | Reduce -96.3% | 3,064 | $277K |
| Asset Dedication, LLC | 0.02% | No change | 3,028 | $274K |
| Lauterbach Financial Advisors, LLC | 0.18% | Reduce -1.1% | 2,991 | $271K |
| HFG Advisors, Inc. | 0.24% | No change | 2,962 | $268K |
| Verum Partners LLC | 0.10% | Reduce -31.2% | 2,955 | $267K |
| BNC Wealth Management, LLC | 0.11% | Add +4.4% | 2,943 | $266K |
| Compass Ion Advisors, LLC | 0.04% | Add +1.6% | 2,927 | $265K |
| Anchor Investment Management, LLC | 0.03% | Reduce -11.5% | 2,901 | $262K |
| Eight 31 Financial, LLC | 0.16% | Reduce -2.8% | 2,899 | $262K |
| Boston Mountain Money Management Inc. | 0.18% | — | 2,899 | $262K |
| Bank Ozk | 0.12% | Reduce -1.7% | 2,885 | $261K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -1.5% | 2,870 | $260K |
| Signature Resources Capital Management, LLC | 0.24% | Reduce -7.5% | 3,039 | $256K |
| Heritage Wealth Management, LLC | 0.13% | Reduce -4.1% | 2,832 | $256K |
| TAP Consulting, LLC | 0.06% | Add +0.5% | 2,832 | $256K |
| Woodard & Co. Asset Management Group Inc. | 0.07% | No change | 2,800 | $253K |
| CWA Asset Management Group, LLC | 0.02% | Reduce -18.7% | 2,758 | $249K |
| Benchmark Financial Wealth Advisors, LLC | 0.10% | Reduce -33.9% | 2,751 | $249K |
| Weaver Consulting Group | 0.09% | No change | 2,746 | $248K |
| Pinnacle Associates Ltd. | 0.00% | No change | 2,700 | $244K |
| Klingman & Associates, LLC | 0.02% | No change | 2,690 | $243K |
| Capital Analysts, LLC | 0.01% | Add +84.5% | 2,676 | $242K |
| Greenhouse Wealth Management, LLC | 0.18% | Add +0.5% | 2,674 | $242K |
| Headinvest, LLC | 0.05% | No change | 2,673 | $242K |
| New South Capital Management Inc. | 0.01% | New | 2,670 | $241K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +0.4% | 2,646 | $239K |
| Grey Fox Wealth Advisors, LLC | 0.09% | Reduce -8.4% | 2,642 | $239K |
| Elevatus Welath Management | 0.09% | Add +0.1% | 2,621 | $237K |
| Optimum Investment Advisors | 0.11% | No change | 2,600 | $235K |
| Brighton Jones LLC | 0.01% | New | 2,593 | $234K |
| Operose Advisors LLC | 0.08% | Add +5.0% | 2,511 | $227K |
| IFP Advisors, Inc | 0.01% | Add +51.7% | 2,473 | $224K |
| Evanson Asset Management, LLC | 0.02% | Add +0.5% | 2,464 | $223K |
| Manhattan West Asset Management, LLC | 0.05% | New | 2,411 | $218K |
| Peninsula Wealth, LLC | 0.04% | New | 2,408 | $218K |
| CGN Advisors LLC | 0.03% | New | 2,400 | $217K |
| LongView Wealth Management | 0.09% | No change | 2,394 | $217K |
| McAdam, LLC | 0.01% | New | 2,366 | $214K |
| Hubbell Strickland Wealth Management, LLC | 0.11% | New | 2,373 | $214K |
| Silverlake Wealth Management LLC | 0.11% | New | 2,345 | $212K |
| Summit Wealth & Retirement Planning, Inc. | 0.08% | New | 2,345 | $212K |
| Baron Silver Stevens Financial Advisors, LLC | 0.04% | New | 2,344 | $212K |
| Plum Street Advisors, LLC | 0.11% | New | 2,192 | $209K |
| Wedbush Securities Inc. | 0.01% | New | 2,304 | $208K |
| Pinnacle Family Advisors, LLC | 0.11% | New | 2,289 | $207K |
| Wealthspire Advisors, LLC | 0.00% | New | 2,273 | $206K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -57.2% | 2,259 | $204K |
| Idaho Trust Co | 0.20% | New | 2,250 | $204K |
| Fingerlakes Wealth Management, Inc. | 0.20% | New | 2,250 | $204K |
| Plancorp, LLC | 0.01% | New | 2,247 | $203K |
| Insigneo Advisory Services, LLC | 0.02% | New | 2,238 | $202K |
| Accel Wealth Management | 0.09% | New | 2,228 | $202K |
| Carolinas Wealth Consulting LLC | 0.04% | Add +0.1% | 2,158 | $195K |
| MCF Advisors LLC | 0.01% | No change | 2,008 | $182K |
| Harbour Investments, Inc. | 0.01% | Reduce -6.1% | 1,907 | $172K |
| CIBC Private Wealth Group LLC | 0.00% | New | 1,857 | $167K |
| Element Wealth, LLC | 0.09% | Add +5.3% | 1,794 | $162K |
| First Financial Corp. | 0.08% | No change | 1,759 | $159K |
| WealthShield Partners, LLC | 0.03% | No change | 1,750 | $158K |
| McIlrath & Eck, LLC | 0.02% | Add +0.5% | 1,712 | $155K |
| Financial Perspectives, Inc | 0.06% | Add +3.7% | 1,692 | $153K |
| NorthRock Partners, LLC | 0.01% | Add +13.0% | 1,672 | $151K |
| Avion Wealth | 0.04% | No change | 1,669 | $151K |
| Woodmont Investment Counsel LLC | 0.01% | New | 1,628 | $147K |
| Avior Wealth Management, LLC | 0.01% | Add +53.4% | 1,562 | $141K |
| Continuum Advisory, LLC | 0.02% | New | 1,556 | $138K |
| Arlington Trust Co LLC | 0.04% | Reduce -34.7% | 1,507 | $136K |
| Clearstead Advisors, LLC | 0.01% | No change | 1,490 | $133K |
| Macroview Investment Management LLC | 0.14% | Add +0.5% | 1,436 | $130K |
| CBIZ Investment Advisory Services, LLC | 0.01% | New | 1,364 | $123K |
| Bank of New Hampshire | 0.03% | Add +46.1% | 1,308 | $118K |
| Householder Group Estate & Retirement Specialist, LLC | 0.03% | Reduce -2.5% | 1,285 | $116K |
| DT Investment Partners, LLC | 0.01% | No change | 1,283 | $116K |
| Palisade Asset Management, LLC | 0.01% | New | 1,222 | $111K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,171 | $106K |
| Larson Financial Group LLC | 0.01% | Add +0.5% | 1,087 | $98K |
| Stephens Consulting, LLC | 0.03% | No change | 1,082 | $98K |
| First Manhattan Co. Llc. | 0.00% | Reduce -8.5% | 1,072 | $97K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -10.5% | 1,021 | $92K |
| Vima LLC | 0.11% | Reduce -3.7% | 1,244 | $92K |
| CoreCap Advisors, LLC | 0.00% | New | 999 | $90K |
| Sanctuary Wealth Management, L.L.C. | 0.07% | No change | 942 | $85K |
| Pacific Center for Financial Services | 0.02% | Add +319.4% | 931 | $84K |
| Park Place Capital Corp | 0.03% | Add +0.5% | 931 | $84K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -8.1% | 967 | $84K |
| American National Bank & Trust | 0.01% | No change | 922 | $83K |
| First Horizon Advisors, Inc. | 0.00% | Add +11.8% | 906 | $82K |
| Boyd Watterson Asset Management LLC | 0.03% | No change | 900 | $81K |
| Private Capital Management LLC | 0.02% | No change | 888 | $80K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +1309.5% | 888 | $80K |
| Assetmark, Inc. | 0.00% | Reduce -26.1% | 826 | $75K |
| Abound Wealth Management | 0.03% | Reduce -0.7% | 809 | $73K |
| Pineridge Advisors LLC | 0.03% | Reduce -34.9% | 792 | $72K |
| Morton Brown Family Wealth, LLC | 0.03% | No change | 790 | $71K |
| Founders Financial Alliance, LLC | 0.02% | No change | 768 | $69K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 757 | $68K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -67.3% | 700 | $63K |
| Truvestments Capital LLC | 0.02% | No change | 675 | $61K |
| EPG Wealth Management LLC | 0.01% | No change | 659 | $60K |
| Northwest Capital Management Inc | 0.02% | No change | 631 | $57K |
| Godsey & Gibb, Inc. | 0.01% | Reduce -69.4% | 618 | $56K |
| Trust Co. of Vermont | 0.00% | Add +149.6% | 614 | $56K |
| Lanark Financial, Inc. | 0.01% | Reduce -10.7% | 602 | $54K |
| Sage Mountain Advisors LLC | 0.01% | No change | 560 | $51K |
| Mather Group, Llc. | 0.00% | New | 598 | $50K |
| Key Financial Inc | 0.01% | No change | 537 | $49K |
| Legacies Wealth LLC | 0.04% | No change | 498 | $45K |
| Concord Wealth Partners | 0.01% | Add +0.6% | 487 | $44K |
| Tsfg, LLC | 0.01% | No change | 487 | $44K |
| Carmichael Hill & Associates, Inc. | 0.02% | No change | 466 | $42K |
| Mechanics Financial Corp | 0.02% | No change | 447 | $40K |
| Ancora Advisors LLC | 0.00% | Reduce -4.6% | 434 | $39K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +68.1% | 432 | $39K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 348 | $31K |
| Global Assets Advisory, LLC | 0.02% | New | 339 | $30K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -57.3% | 332 | $30K |
| Gilliland Jeter Wealth Management LLC | 0.01% | New | 315 | $28K |
| Sound Income Strategies, LLC | 0.00% | Reduce -75.8% | 305 | $28K |
| Ransom Advisory, Ltd | 0.01% | — | 300 | $27K |
| Hilltop National Bank | 0.01% | — | 290 | $26K |
| Tidemark, LLC | 0.01% | Add +318.8% | 289 | $26K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 284 | $26K |
| Wiser Advisor Group LLC | 0.04% | No change | 261 | $24K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -0.4% | 241 | $22K |
| Lindbrook Capital, LLC | 0.00% | No change | 236 | $21K |
| Nvwm, LLC | 0.01% | New | 230 | $21K |
| NFSG Corp | 0.01% | Add +0.5% | 224 | $20K |
| GAMMA Investing LLC | 0.00% | No change | 212 | $19K |
| Salem Investment Counselors Inc. | 0.00% | No change | 202 | $18K |
| Viewpoint Capital Management LLC | 0.01% | No change | 180 | $16K |
| Sittner & Nelson, LLC | 0.01% | No change | 158 | $14K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 153 | $14K |
| Missouri Trust & Investment Co | 0.00% | No change | 139 | $13K |
| Realta Investment Advisors | 0.00% | New | 120 | $11K |
| Providence Capital Advisors, LLC | 0.00% | No change | 117 | $11K |
| Global Wealth Strategies & Associates | 0.00% | New | 109 | $10K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 107 | $10K |
| Global Financial Private Client, LLC | 0.00% | No change | 106 | $10K |
| Salomon & Ludwin, LLC | 0.00% | No change | 102 | $9K |
| Oxford Financial Group, LTD. LLC | 0.00% | Reduce -91.8% | 101 | $9K |
| WFA Asset Management Corp | 0.00% | New | 100 | $9K |
| Independence Bank of Kentucky | 0.00% | No change | 100 | $9K |
| Mogy Joel R Investment Counsel Inc. | 0.00% | New | 99 | $9K |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 88 | $8K |
| First Personal Financial Services | 0.00% | No change | 79 | $7K |
| Johnson Financial Group, Inc. | 0.00% | No change | 78 | $7K |
| SouthState Bank Corp | 0.00% | No change | 77 | $7K |
| WASHINGTON TRUST Co | 0.00% | New | 73 | $7K |
| Archer Investment Corp | 0.00% | No change | 69 | $6K |
| WR Wealth Planners, LLC | 0.00% | New | 66 | $6K |
| Financial Management Professionals, Inc. | 0.00% | No change | 54 | $5K |
| City State Bank | 0.00% | No change | 48 | $4K |
| Barrett & Company, Inc. | 0.00% | No change | 43 | $4K |
| MTM Investment Management, LLC | 0.00% | No change | 40 | $4K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -50.0% | 40 | $4K |
| Glenmede Trust Co. NA | 0.00% | No change | 40 | $4K |
| Balentine LLC | 0.00% | No change | 36 | $3K |
| Mma Asset Management LLC | 0.00% | New | 35 | $3K |
| BNP Paribas Financial Markets | 0.00% | New | 34 | $3K |
| Gradient Investments LLC | 0.00% | No change | 32 | $3K |
| Retirement Group, LLC | 0.00% | No change | 28 | $3K |
| Family Asset Management, LLC | 0.00% | New | 26 | $2K |
| Tucker Asset Management LLC | 0.00% | No change | 25 | $2K |
| Franklin Resources Inc. | 0.00% | Reduce -24.2% | 25 | $2K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 23 | $2K |
| Valley National Advisers Inc. | 0.00% | No change | 24 | $2K |
| Valued Wealth Advisors LLC | 0.00% | Add +53.9% | 20 | $2K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 20 | $2K |
| Oakworth Capital, Inc. | 0.00% | New | 17 | $2K |
| Disciplina Capital Management LLC | 0.00% | Reduce -99.6% | 15 | $1K |
| CENTRAL TRUST Co | 0.00% | No change | 11 | $995 |
| Clear Point Advisors Inc. | 0.00% | Add +10.0% | 11 | $953 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 7 | $675 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 3 | $291 |
| Delta Asset Management LLC | 0.00% | No change | 3 | $290 |
| Coston, McIsaac & Partners | 0.00% | No change | 10 | $0 |
"% of holder's portfolio" is IUSV's weight in each manager's 13F, not the share of iShares Core S&P U.S. Value the manager owns.